Sunday, January 13, 2008 1:26:33 PM
THE NSOMNIYAK CHALLENGE:
The reasons for my 6 picks are... hank
GVI Security Solutions Inc. GVSS.ob
Home Page: http://phx.corporate-ir.net/phoenix.zhtml?c=191877&p=irol-irhome
Press Releases: http://phx.corporate-ir.net/phoenix.zhtml?c=191877&p=irol-irhome
Messsage Board: http://investorshub.advfn.com/boards/board.asp?board_id=11351
Corporate Profile
GVI Security Solutions Inc. is a leading provider of video surveillance security solutions to the homeland security, institutional and commercial market segments. The company offers a full suite of video surveillance and integrated security solutions which enable intelligent video surveillance. GVI offers its products and services through local, regional, and national system integrators and distributors in the North and South America and operates sales and distribution centers in Dallas, Texas; Mexico City, Mexico; Sao Paulo, Brazil; and Bogota, Colombia. GVI Security Solutions was founded in 2000 and is based in Carrollton, Texas.
Recent Release Headlines...
GVI Security Solutions, Inc. Chosen to Provide Video Surveillance Solution for the Largest New Convention Center in Latin America...
GVI Security Solutions, Inc. (OTCBB: GVSS), a leading provider of video security surveillance solutions featuring the complete Samsung Electronics line of products, announced that GVI has been selected to provide the video surveillance solution for the new Valle del Pacifico Convention Center, the biggest Convention Center on Colombian ...
News November 30, 2007
GVI Security Solutions Inc., Receives School Video Security Initiative Order for Baton Rouge Community College BusinessWire News November 28, 2007
GVI Security Solutions and Samsung Electronics Announce Marketing Plan to Facilitate North American Expansion with Sales Target of Over $100 Million BusinessWire News November 27, 2007
GVI Security Solutions, Inc. Receives $15 Million Financing from Wells Fargo Bank, NA BusinessWire News November 26, 2007
GVI Security Solutions, Inc. Appoints Melissa A. Valenti National Accounts Manager Market Wire News November 19, 2007
GVI Security Solutions Samsung School Video Security Initiative Project for Sarasota County School District Featured in Herald Tribune SNN TV News 6 Report Market Wire News November 8, 2007
GVI Security Solutions, Inc. Reports Third Consecutive Quarter of Record Profits BusinessWire News November 7, 2007
GVI Security Solutions, Inc. School Video Security Initiative Receives Order for East Baton Rouge Parish School System BusinessWire...
There is a nice presentation from management on some of their history and their strategy for the company here.
http://www.seekingalpha.com/article/36487-gvi-security-solutions-wall-street-analyst-forum-presentation-transcript
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KCLOF.pk
KCL.V - Potash One
Home Page: http://www.potash1.com/s/Home.asp
Press Releases: http://www.potash1.com/s/NewsReleases.asp
Potash One Inc. is a Growth Investment Vehicle.. The management of Potash One have had significant successes in the past identifying the upward trends in resource sectors driven by solid fundamental factors. We believe that the potash project in Saskatchewan is our next great find that matches all the key criteria for establishing a strong, growth-oriented resource company.
Potash One is capitalizing on strong potash fundamentals:
World population growth
Strong income growth worldwide
Growing demand for better diets
Boom in the biofuels
Supply/demand imbalances in the industry Based on these strong fundamental factors driving the increasing demand for potash use, Potash One has also secured a large potash property that has the following advantages:
Proven resource base in Saskatchewan, one of the largest potash resources in the world Immediately adjacent to a producer
(Mosaic's Belle Plaine production centre)
Same geological setting as above
Amenable to solution mining which has low CapEx and a minimal environmental impact Existing transportation infrastructure
Attractive gross margins In addition to the strong fundamentals and very attractive property characteristics, Potash One has an experienced corporate and technical management team to build a growing potash operation in Saskatchewan.
Here is my DD on KCL,, kipp440
Date:12/27/2007 7:05:42 PM
I have been in ISX/KCL since late summer, here is DD I did after the P.P. to introduce it to my buddies on 12-22-07:
KCLOF.pk
KCL.V - Potash One
I loaded up more KCL as the price dipped after the P.P. This stock is going to take off due to the strength of fertilizer stocks. The big story of 2008 is going to be FOOD. The combination of 30 year low grain inventories, added B.R.I.C. demand for higher protein diets, biofuels, and high grain prices will drive fertilizer prices through the roof! Look at Mosaic and Potash Corp of Sask. market caps, both approx $40 BILLION. KCL has a market cap of $75 MILLION.
Private Placement (P.P.) - http://www.isxresources.com/s/NewsReleases.asp?ReportID=278169&_Type=News-Releases&_Title=Potash-One-Announces-Equity-Financing
The 43-101 reserve of 360 million tons at $400/ton is $144,000,000,000???? Is that right? $144 Billion??? I read that there was an estimated 10,000 recoverable tons per acre on the 97,000 acre concession. That figure would be 970,000,000 tons, yes 970 MILLION TONS. The company is using part of the $10 million raised in the P.P. to drill the property and prove the numbers in the report.
Here is a link to the 108 page 43-101 report –
http://www.isxresources.com/i/pdf/TechnicalReport20070208.pdf
These numbers are just too big for me to figure so let's just use the Mosaic Belle Plain Mine that is located directly south, adjacent to the KCL property. Here is the map
http://www.isxresources.com/s/LegacyProject.asp
Belle Plain produces 2.8 million tons of potash per year through a "solution" mining process. The revenue at $400/ton is $1,120,000,000. *They are currently expanding Belle Plain to increase production by an additional 400k tons per year. The same mineralization being mined by Mosaic extends north to KCL's property.
My feeling is that one of these scenarios plays out:
1. Mosaic buys KCL to prevent them from competing with them AND increasing their proven reserves.
2 KCL gets bought out by a large fertilizer company using their recently inflated stock as currency to do a stock deal.
3. A Sovereign Fund from China or some other country buys KCL.
4. KCL raises the funds to build a mine.
The word of KCL is getting out, look at this recommendation from last week:
http://www.dailybuyselladviser.com/news/blank/249-1.html?type=pf
“Mad about potash
Mr. Paquette tells us that as he was writing the latest issue of his advisory, three spirits appeared to him. Well, in a manner of speaking.
Business channel CNBC flickered in the background as he wrote. On came commentator Dennis Gartman. He was asked about his favourite thing right now — “and the first two words out of his mouth were ‘fertilizer’ and ‘potash’.”
Next, it was the turn of Mad Money’s Jim Cramer who, in his inimitable way, came on screen with a pile of dirt, potatoes and corn cobs, hoe in hand, and declared that he was keen on the “AG’s” — agricultural stocks. The first firm that sprung to his lips was U.S. fertilizer pany (NYSE-MOS), which has a market cap of $35 billion and a big property in Esterhazy, Saskatchewan.
As a rule, says the editor, this kind of consensus comes before a market top, but fundamentals for an agricultural bull market remain in place. Wheat carryovers are holding at low levels and demand still outweighs supply.
Then, as if to seal the deal, up popped well-known Canadian adviser Donald Coxe, and he was singing the praises of potash as well.
The Russian sinkhole and a new name in potash
This sent the Vancouver editor to his charts. “The technicals for the intermediate and longer term potash chart are extremely positive.” Although prices have more than doubled in four years, that doesn’t necessarily mean that a bull market in potash has run its course.
“Meantime, in an already tight market, prices are being goosed by reports of a large sinkhole at a Russian mine that could threaten 10% of the world’s supplies.” Major producers are raising prices.
Which brings Mr. Paquette to a stock that may be ready to ride that trend. You would not have found PotashOne (TSX/V-KCL) listed as recently as the beginning of this month. It was called ISX Resources. Emerging Growth Stocks had already recommended it in October 2006 and seen its price grow from $0.25 to $1.00 by August of this year.
On November 26, the company held its annual general meeting, changed its name and appointed a new President and CEO, Mr. Paul Matesyk, the co-founder of Energy Metals Corp., which was recently bought out by Uranium One. On December 6, PotashOne began trading under its new name, “just in time to catch the wave of investor interest in the ‘AG’ stocks.”
No ceiling on the price
Now it can move forward in a big way. “Given the amount of interest in this sector and the fact they already have a resource of hundreds of millions of tons of the stuff as opposed to looking for it, I don’t think we can put a ceiling on the price until we can estimate what kind of cash flow it could generate and how many shares it might take to get production,” says Mr. Paquette.
There’s a tempting bit of geography surrounding this stock, too. “Mad” Jim Cramer’s fertilizer pick, Mosaic, has its big Saskatchewan property right next door to PotashOne’s. That could spell takeover.
“The ultimate route they take will depend on what the shares do,” explains the editor. “If interest in Potash stays white hot and the stock price continues rising, they could become a threat to other producers and get taken out. Give me more time to come up with a target price,” he asks his readers. The stock closed yesterday at $2.85.”
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Company Profile For Sembcorp Marine Ltd...
Home Page:
http://www.sembcorp.com.sg/marine_engineering.htm
Finanical Statements: http://www.sembcorp.com.sg/investor_financial_statements.htm
http://stocks.us.reuters.com/stocks/overview.asp?symbol=SCMN.SI
SMBMF.pk
SembCorp Marine Ltd. is a global marine engineering group specializing in a spectrum of integrated solutions, ranging from ship repair, shipbuilding, ship conversion, and rig building to offshore engineering and production facilities. The Company has a global network spanning Singapore, China, Brazil and the United States. Its specialized capabilities range from the engineering, procurement and construction of offshore production platforms and floating production systems, to the fabrication, integration, pre-commissioning, as well as offshore hook-up and commissioning of topside process modules and production modules for fixed platforms and mega floating production storage and off-loading units. In March 2007, the Company disposed its 55% equity stake in Jurong Clavon Pte Ltd Group. In May 2007, the Company's wholly owned subsidiary, SMOE Pte Ltd has acquired a 35% equity stake in Shenzhen Chiwan Offshore Petroleum Equipment Repair & Manufacture Co. Ltd.
Quick Financial Synopsis
BRIEF: For the nine months ended 30 September 2007, SembCorp Marine Ltd.'s revenue increased 43% to SP$3.18B. Net income increased 68% to SP$240.2M. Revenues reflect an increase in sales from rig building and ship building segments. Net income benefited from improved gross margin, higher other operating income, a decreased in other operating expenses, increased dividend & interest income, lower non operating expenses and higher share of results of associates.
Company Address
Sembcorp Marine Ltd
29 Tanjong Kling Road
Singapore 628054
SembCorp Marine (Singapore), is a leading global marine engineering group specialising in a full spectrum of integrated solutions, ranging from ship repair, ship building, ship conversion, rig building to offshore production and engineering. As one of the largest marine engineering leaders in Asia, SembMarine’s global network spans 14 yards in the four strategic hubs of Singapore, China, Brazil and USA
Operating as distinct brand names, each yard focuses on its areas of expertise and market niches to provide customers with the most innovative marine engineering solutions and services worldwide.
SembMarine’s yards in Singapore include:
Jurong Shipyard
Sembawang Shipyard
PPL Shipyard
Jurong SML
SMOE Pte Ltd
Key Capabilities
• Largest ship repair and marine-related facilities in Asia, with a total docking capacity of 3.2 million deadweight tonnes.
• Global leader in the conversion of Floating Production Storage Offloading (FPSO), Floating Storage Offloading (FSO) units and Floating Production Units (FPU) for the offshore oil and gas industries.
• A specialist in rig building with proven capabilities in the proprietary design and construction of high-performance jack-up rigs and the fast-track construction of highly advanced dynamic positioning ultra-deepwater semi-submersible drilling rigs.
• A world leader in ship repair and a key niche player in the newbuilding of vessels, from 2,600 TEU containerships, product and chemical tankers, to offshore supply vessels. It also has strong expertise in the repair and servicing of offshore production / drilling platforms.
• A recognised industry leader in the provision of total engineering and construction solutions for offshore production platforms and floating production facilities. It specialised offshore production and engineering expertise extends to the fabrication, installation, integration and commissioning of topside production and process modules for fixed platforms and mega FPSOs
=========================
SWBRF.pk
SWIBER Offshore..
http://www.swisko.com/
http://www.listedcompany.com/ir/swiber/web/stock.cgi?type=charts&integrate=1
Established in 1996, Swiber is today an integrated offshore Engineering, Procurement, Construction, Installation and Commission ("EPCIC") contractor with supporting in-house offshore marine capabilities.
Offshore EPCIC Services: Leveraging on our strong engineering capabilities, we provide a full suite of EPCIC services which can be customized according to project requirements.
Offshore Marine Support Services: We charter support vessels, including logistics support, to customers both on a time charter and bareboat charter basis. As at 17 September 2006, we have a fleet of nine operating vessels, comprising five tug boats and four barges.
By integrating our complementary services, we are able to provide customers with one-stop solutions for all the relevant stages of their offshore oil and gas projects.
Led by a team of professional and market-oriented management, Swiber has grown its business due to its quick response to market trends and opportunities. In 2002, Swiber strategically shifted its focus away from pure-play vessel chartering towards offshore EPCIC services. The tactical move augured well for Swiber as offshore EPCIC services, together with the offshore marine support services supporting the EPCIC services, now account for the Group’s main revenue and earnings drivers.
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VDBG.. A well informed message board..
http://investorshub.advfn.com/boards/board.asp?board_id=10478
Here is some VBDG DD for those that are interested.
Background
Vertical Branding, Inc. is a consumer products, branding, marketing, and distribution company. The Company takes an integrated vertical marketing approach to brand building utilizing a variety of media channels, including television, online media, and print advertising. The Company also has established retail, catalog, and international product distribution channels to drive consumer sales. The Company’s focus is on finding appealing and high quality products that meet a real need in the marketplace with emphasis on the beauty, personal care, and house ware product categories.
Company uses transactional marketing to generate a retail demand and claims 3-5x the number of units sold on TV will be sold retail. Currently distribute through over 30,000 retail doors with names such as Walmart, Target, Kohls, Rite Aid, CVS, Walgreen, Linens n Things, and Home Depot.
Major Products
Hercules Hook >> Company's Cash Cow >> http://www.herculeshook.com/?page=inthenews
Holds, hangs and secures them all! No hammers, nails or drills! Holds up to 150 lbs!
Zorbeez >> Newest product >>http://www.asseenontv.com/prod-pages/zorbeez402.html
Zorbeez has the power to absorb up to 27 times greater than paper towels or any cotton cloth.
Starmaker >> http://www.starmakerproducts.com
StarMaker believes that YOU are as important as any celebrity. StarMaker offers consumers only the finest products from Hollywood, real working products used daily by the highest profile celebrities on Hollywood sets.
Hollywood Hands Micro Pearl Micro Pearl Micro Pearl Satinee Dry Touch Pearls of Abrasion Mist Body Hands & Feet Youth
From PR >> http://tinyurl.com/2akla2
* More than 6,200 CVS pharmacy stores will carry the line beginning in August of 2007.
* CVS will carry three proprietary lines to include Micropearl Resurfacing(TM), Hollywood Hands(TM), and the popular Pearl Moisturizing, Anti Wrinkle Mist(TM).
* The partners project that expected combined total retail sales will average $10-15 million.
* Starmaker is the number one skin care line being sold at CVS.
Investment Thesis
1. Strong domestic growth
VBDG grew from $8.1M in revenue in 2005 to $23.1M of revenue in 2006. YTD in 2007 their revenue has grown 73% and net income has gone from a loss of $2.7M to positive income of $426K. Also, they have had three consecutive profitable quarters.
2. Expanding into international markets
They are expanding into international markets. They expect this expansion to double sales in 12 months. Revenue for international sales is expected to start in Q4. The following PR shows the first step in this process. Zorbeez is going to be sold in 40 countries. http://biz.yahoo.com/bw/070827/20070827005195.html?.v=1
3. New product introductions
- Zorbeez was introduced in March 2007.
- Two new products are to be introduced in the remainder of 2007. These new products are Hot Legs and Wardrobe Wonders. A link for Wardrobe Wonders is as follows: http://www.wardrobewonders.com . Also, they plan to introduce four to six new products in 2008.
- They have 11 new products in development including 3 line extensions to Zorbeez.
4. Entering seasonally strong quarters
There is seasonality in their business. Q4 and Q1 are their seasonally stronger quarters. The second quarter is the weakest quarter and Q3 is stronger than Q2. Consequently, we should see some impressive earnings for those quarters.
5. They are reducing costs by bringing a call center in house. This will reduce costs from $1.50/call to $0.17/call (discussed @ RedChip).
6. Earnings expectations
VBDG is experiencing some phenominal growth. Reasonable estimates for future earnings are:
Q3 EPS - $0.033 - 0.053 (midpoint assumes an earnings increase similar to the past 3 quarters)
Q4 EPS - $0.05 - $0.09 (midpoint assumes an earnings increase similar to the past 3 quarters)
2007 EPS - $0.10 - $0.16
2008 EPS - $0.30 - $0.40 (midpoint assumes 80% revenue growth)
Pick any reasonable PE based upon these numbers and you have quite an undervalued stock!
7. RedChip has a $1.70 12 month price target for VBDG (issued August 29, 2007).
8. Impressive management backgrounds
The CEO and president have impressive backgrounds and have held high level positions at companies such as the Home Shopping Network, Ticketmaster, Ronco, and Pep Boys. See the bios in the following company profile for more information. http://www.runonideas.com/files/clients/VBDG/vbdgProfile.pdf
Due Dilligence Resources
1. Second quarter report dated 8/14/2007
* Vertical Branding, Inc. Announces Third Consecutive Profitable Quarter
* Second-Quarter 2007 Results Include EBITDA of Approximately $853,000 and EBITDA Totaling Approximately $2.2 Million for the Six-Month Period Ended
http://www.secinfo.com/d19aNn.u1gt.d.htm
2. Redchip/Aurelius Consulting Group company profile
http://www.runonideas.com/files/clients/VBDG/vbdgProfile.pdf
3. RedChip Smallcap Investment Conference presentation from August 2007
http://tinyurl.com/2tkw77
4. VBDG transcript from 2/12/07 >> good source for quotes
http://seekingalpha.com/article/27309-vertical-branding-red-chip-conference-presentation-transcript
Charts
![](http://app.quotemedia.com/quotetools/getChart?symbol=VBDG&chscale=1y"eBox=true&chtype=FinancialLine&chwid=480&chhig=350&chpccol=ff0000&chfrmon=false&chton=false&chpcon=true)
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ZYNX.OB
Message Board:
http://investorshub.advfn.com/boards/board.asp?board_id=2696
Home Page:http:
//www.zynexmed.com/
Recent PR Releases:
http://finance.yahoo.com/q?s=ZYNX.OB
Zynex Medical,, ZYNX..
Since 1996, Zynex Medical has been a leading provider of relief for patients with functional disability through the creation, distribution and marketing of the highest quality electrotherapy products available today.
Zynex Medical continually strives to uphold its mission to improve the quality of life of patients suffering from debilitating pain or illness by providing the highest technology and service standards in the electrotherapy industry. Utilizing various methods of non-invasive muscle stimulation and state-of-the-art electromyography technology, Interferential Current (IFC) and Transcutaneous Electrical Nerve Stimulation (TENS), Zynex Medical offers patients a new lease on life through increased mobility and independence.
Founded on the principle that a commitment to high-quality patient life through non-invasive rehabilitation products can be a profitable as well as rewarding endeavor, Zynex Medical has long dedicated itself to satisfying both its investors and the patients they serve.
PRODUCTS
This link goes directly to ZYNX's Products expanding on their product line
http://zynexmed.com.phtemp.com/products.html
![](http://app.quotemedia.com/quotetools/getChart?symbol=ZYNX&chscale=1y"eBox=true&chtype=FinancialLine&chwid=480&chhig=350&chpccol=ff0000&chfrmon=false&chton=false&chpcon=true)
Another Opinion:
http://investorshub.advfn.com/boards/read_msg.asp?message_id=24304318
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The reasons for my 6 picks are... hank
GVI Security Solutions Inc. GVSS.ob
Home Page: http://phx.corporate-ir.net/phoenix.zhtml?c=191877&p=irol-irhome
Press Releases: http://phx.corporate-ir.net/phoenix.zhtml?c=191877&p=irol-irhome
Messsage Board: http://investorshub.advfn.com/boards/board.asp?board_id=11351
Corporate Profile
GVI Security Solutions Inc. is a leading provider of video surveillance security solutions to the homeland security, institutional and commercial market segments. The company offers a full suite of video surveillance and integrated security solutions which enable intelligent video surveillance. GVI offers its products and services through local, regional, and national system integrators and distributors in the North and South America and operates sales and distribution centers in Dallas, Texas; Mexico City, Mexico; Sao Paulo, Brazil; and Bogota, Colombia. GVI Security Solutions was founded in 2000 and is based in Carrollton, Texas.
Recent Release Headlines...
GVI Security Solutions, Inc. Chosen to Provide Video Surveillance Solution for the Largest New Convention Center in Latin America...
GVI Security Solutions, Inc. (OTCBB: GVSS), a leading provider of video security surveillance solutions featuring the complete Samsung Electronics line of products, announced that GVI has been selected to provide the video surveillance solution for the new Valle del Pacifico Convention Center, the biggest Convention Center on Colombian ...
News November 30, 2007
GVI Security Solutions Inc., Receives School Video Security Initiative Order for Baton Rouge Community College BusinessWire News November 28, 2007
GVI Security Solutions and Samsung Electronics Announce Marketing Plan to Facilitate North American Expansion with Sales Target of Over $100 Million BusinessWire News November 27, 2007
GVI Security Solutions, Inc. Receives $15 Million Financing from Wells Fargo Bank, NA BusinessWire News November 26, 2007
GVI Security Solutions, Inc. Appoints Melissa A. Valenti National Accounts Manager Market Wire News November 19, 2007
GVI Security Solutions Samsung School Video Security Initiative Project for Sarasota County School District Featured in Herald Tribune SNN TV News 6 Report Market Wire News November 8, 2007
GVI Security Solutions, Inc. Reports Third Consecutive Quarter of Record Profits BusinessWire News November 7, 2007
GVI Security Solutions, Inc. School Video Security Initiative Receives Order for East Baton Rouge Parish School System BusinessWire...
There is a nice presentation from management on some of their history and their strategy for the company here.
http://www.seekingalpha.com/article/36487-gvi-security-solutions-wall-street-analyst-forum-presentation-transcript
=================================
KCLOF.pk
KCL.V - Potash One
Home Page: http://www.potash1.com/s/Home.asp
Press Releases: http://www.potash1.com/s/NewsReleases.asp
Potash One Inc. is a Growth Investment Vehicle.. The management of Potash One have had significant successes in the past identifying the upward trends in resource sectors driven by solid fundamental factors. We believe that the potash project in Saskatchewan is our next great find that matches all the key criteria for establishing a strong, growth-oriented resource company.
Potash One is capitalizing on strong potash fundamentals:
World population growth
Strong income growth worldwide
Growing demand for better diets
Boom in the biofuels
Supply/demand imbalances in the industry Based on these strong fundamental factors driving the increasing demand for potash use, Potash One has also secured a large potash property that has the following advantages:
Proven resource base in Saskatchewan, one of the largest potash resources in the world Immediately adjacent to a producer
(Mosaic's Belle Plaine production centre)
Same geological setting as above
Amenable to solution mining which has low CapEx and a minimal environmental impact Existing transportation infrastructure
Attractive gross margins In addition to the strong fundamentals and very attractive property characteristics, Potash One has an experienced corporate and technical management team to build a growing potash operation in Saskatchewan.
Here is my DD on KCL,, kipp440
Date:12/27/2007 7:05:42 PM
I have been in ISX/KCL since late summer, here is DD I did after the P.P. to introduce it to my buddies on 12-22-07:
KCLOF.pk
KCL.V - Potash One
I loaded up more KCL as the price dipped after the P.P. This stock is going to take off due to the strength of fertilizer stocks. The big story of 2008 is going to be FOOD. The combination of 30 year low grain inventories, added B.R.I.C. demand for higher protein diets, biofuels, and high grain prices will drive fertilizer prices through the roof! Look at Mosaic and Potash Corp of Sask. market caps, both approx $40 BILLION. KCL has a market cap of $75 MILLION.
Private Placement (P.P.) - http://www.isxresources.com/s/NewsReleases.asp?ReportID=278169&_Type=News-Releases&_Title=Potash-One-Announces-Equity-Financing
The 43-101 reserve of 360 million tons at $400/ton is $144,000,000,000???? Is that right? $144 Billion??? I read that there was an estimated 10,000 recoverable tons per acre on the 97,000 acre concession. That figure would be 970,000,000 tons, yes 970 MILLION TONS. The company is using part of the $10 million raised in the P.P. to drill the property and prove the numbers in the report.
Here is a link to the 108 page 43-101 report –
http://www.isxresources.com/i/pdf/TechnicalReport20070208.pdf
These numbers are just too big for me to figure so let's just use the Mosaic Belle Plain Mine that is located directly south, adjacent to the KCL property. Here is the map
http://www.isxresources.com/s/LegacyProject.asp
Belle Plain produces 2.8 million tons of potash per year through a "solution" mining process. The revenue at $400/ton is $1,120,000,000. *They are currently expanding Belle Plain to increase production by an additional 400k tons per year. The same mineralization being mined by Mosaic extends north to KCL's property.
My feeling is that one of these scenarios plays out:
1. Mosaic buys KCL to prevent them from competing with them AND increasing their proven reserves.
2 KCL gets bought out by a large fertilizer company using their recently inflated stock as currency to do a stock deal.
3. A Sovereign Fund from China or some other country buys KCL.
4. KCL raises the funds to build a mine.
The word of KCL is getting out, look at this recommendation from last week:
http://www.dailybuyselladviser.com/news/blank/249-1.html?type=pf
“Mad about potash
Mr. Paquette tells us that as he was writing the latest issue of his advisory, three spirits appeared to him. Well, in a manner of speaking.
Business channel CNBC flickered in the background as he wrote. On came commentator Dennis Gartman. He was asked about his favourite thing right now — “and the first two words out of his mouth were ‘fertilizer’ and ‘potash’.”
Next, it was the turn of Mad Money’s Jim Cramer who, in his inimitable way, came on screen with a pile of dirt, potatoes and corn cobs, hoe in hand, and declared that he was keen on the “AG’s” — agricultural stocks. The first firm that sprung to his lips was U.S. fertilizer pany (NYSE-MOS), which has a market cap of $35 billion and a big property in Esterhazy, Saskatchewan.
As a rule, says the editor, this kind of consensus comes before a market top, but fundamentals for an agricultural bull market remain in place. Wheat carryovers are holding at low levels and demand still outweighs supply.
Then, as if to seal the deal, up popped well-known Canadian adviser Donald Coxe, and he was singing the praises of potash as well.
The Russian sinkhole and a new name in potash
This sent the Vancouver editor to his charts. “The technicals for the intermediate and longer term potash chart are extremely positive.” Although prices have more than doubled in four years, that doesn’t necessarily mean that a bull market in potash has run its course.
“Meantime, in an already tight market, prices are being goosed by reports of a large sinkhole at a Russian mine that could threaten 10% of the world’s supplies.” Major producers are raising prices.
Which brings Mr. Paquette to a stock that may be ready to ride that trend. You would not have found PotashOne (TSX/V-KCL) listed as recently as the beginning of this month. It was called ISX Resources. Emerging Growth Stocks had already recommended it in October 2006 and seen its price grow from $0.25 to $1.00 by August of this year.
On November 26, the company held its annual general meeting, changed its name and appointed a new President and CEO, Mr. Paul Matesyk, the co-founder of Energy Metals Corp., which was recently bought out by Uranium One. On December 6, PotashOne began trading under its new name, “just in time to catch the wave of investor interest in the ‘AG’ stocks.”
No ceiling on the price
Now it can move forward in a big way. “Given the amount of interest in this sector and the fact they already have a resource of hundreds of millions of tons of the stuff as opposed to looking for it, I don’t think we can put a ceiling on the price until we can estimate what kind of cash flow it could generate and how many shares it might take to get production,” says Mr. Paquette.
There’s a tempting bit of geography surrounding this stock, too. “Mad” Jim Cramer’s fertilizer pick, Mosaic, has its big Saskatchewan property right next door to PotashOne’s. That could spell takeover.
“The ultimate route they take will depend on what the shares do,” explains the editor. “If interest in Potash stays white hot and the stock price continues rising, they could become a threat to other producers and get taken out. Give me more time to come up with a target price,” he asks his readers. The stock closed yesterday at $2.85.”
==================
Company Profile For Sembcorp Marine Ltd...
Home Page:
http://www.sembcorp.com.sg/marine_engineering.htm
Finanical Statements: http://www.sembcorp.com.sg/investor_financial_statements.htm
http://stocks.us.reuters.com/stocks/overview.asp?symbol=SCMN.SI
SMBMF.pk
SembCorp Marine Ltd. is a global marine engineering group specializing in a spectrum of integrated solutions, ranging from ship repair, shipbuilding, ship conversion, and rig building to offshore engineering and production facilities. The Company has a global network spanning Singapore, China, Brazil and the United States. Its specialized capabilities range from the engineering, procurement and construction of offshore production platforms and floating production systems, to the fabrication, integration, pre-commissioning, as well as offshore hook-up and commissioning of topside process modules and production modules for fixed platforms and mega floating production storage and off-loading units. In March 2007, the Company disposed its 55% equity stake in Jurong Clavon Pte Ltd Group. In May 2007, the Company's wholly owned subsidiary, SMOE Pte Ltd has acquired a 35% equity stake in Shenzhen Chiwan Offshore Petroleum Equipment Repair & Manufacture Co. Ltd.
Quick Financial Synopsis
BRIEF: For the nine months ended 30 September 2007, SembCorp Marine Ltd.'s revenue increased 43% to SP$3.18B. Net income increased 68% to SP$240.2M. Revenues reflect an increase in sales from rig building and ship building segments. Net income benefited from improved gross margin, higher other operating income, a decreased in other operating expenses, increased dividend & interest income, lower non operating expenses and higher share of results of associates.
Company Address
Sembcorp Marine Ltd
29 Tanjong Kling Road
Singapore 628054
SembCorp Marine (Singapore), is a leading global marine engineering group specialising in a full spectrum of integrated solutions, ranging from ship repair, ship building, ship conversion, rig building to offshore production and engineering. As one of the largest marine engineering leaders in Asia, SembMarine’s global network spans 14 yards in the four strategic hubs of Singapore, China, Brazil and USA
Operating as distinct brand names, each yard focuses on its areas of expertise and market niches to provide customers with the most innovative marine engineering solutions and services worldwide.
SembMarine’s yards in Singapore include:
Jurong Shipyard
Sembawang Shipyard
PPL Shipyard
Jurong SML
SMOE Pte Ltd
Key Capabilities
• Largest ship repair and marine-related facilities in Asia, with a total docking capacity of 3.2 million deadweight tonnes.
• Global leader in the conversion of Floating Production Storage Offloading (FPSO), Floating Storage Offloading (FSO) units and Floating Production Units (FPU) for the offshore oil and gas industries.
• A specialist in rig building with proven capabilities in the proprietary design and construction of high-performance jack-up rigs and the fast-track construction of highly advanced dynamic positioning ultra-deepwater semi-submersible drilling rigs.
• A world leader in ship repair and a key niche player in the newbuilding of vessels, from 2,600 TEU containerships, product and chemical tankers, to offshore supply vessels. It also has strong expertise in the repair and servicing of offshore production / drilling platforms.
• A recognised industry leader in the provision of total engineering and construction solutions for offshore production platforms and floating production facilities. It specialised offshore production and engineering expertise extends to the fabrication, installation, integration and commissioning of topside production and process modules for fixed platforms and mega FPSOs
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SWBRF.pk
SWIBER Offshore..
http://www.swisko.com/
http://www.listedcompany.com/ir/swiber/web/stock.cgi?type=charts&integrate=1
Established in 1996, Swiber is today an integrated offshore Engineering, Procurement, Construction, Installation and Commission ("EPCIC") contractor with supporting in-house offshore marine capabilities.
Offshore EPCIC Services: Leveraging on our strong engineering capabilities, we provide a full suite of EPCIC services which can be customized according to project requirements.
Offshore Marine Support Services: We charter support vessels, including logistics support, to customers both on a time charter and bareboat charter basis. As at 17 September 2006, we have a fleet of nine operating vessels, comprising five tug boats and four barges.
By integrating our complementary services, we are able to provide customers with one-stop solutions for all the relevant stages of their offshore oil and gas projects.
Led by a team of professional and market-oriented management, Swiber has grown its business due to its quick response to market trends and opportunities. In 2002, Swiber strategically shifted its focus away from pure-play vessel chartering towards offshore EPCIC services. The tactical move augured well for Swiber as offshore EPCIC services, together with the offshore marine support services supporting the EPCIC services, now account for the Group’s main revenue and earnings drivers.
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VDBG.. A well informed message board..
http://investorshub.advfn.com/boards/board.asp?board_id=10478
Here is some VBDG DD for those that are interested.
Background
Vertical Branding, Inc. is a consumer products, branding, marketing, and distribution company. The Company takes an integrated vertical marketing approach to brand building utilizing a variety of media channels, including television, online media, and print advertising. The Company also has established retail, catalog, and international product distribution channels to drive consumer sales. The Company’s focus is on finding appealing and high quality products that meet a real need in the marketplace with emphasis on the beauty, personal care, and house ware product categories.
Company uses transactional marketing to generate a retail demand and claims 3-5x the number of units sold on TV will be sold retail. Currently distribute through over 30,000 retail doors with names such as Walmart, Target, Kohls, Rite Aid, CVS, Walgreen, Linens n Things, and Home Depot.
Major Products
Hercules Hook >> Company's Cash Cow >> http://www.herculeshook.com/?page=inthenews
Holds, hangs and secures them all! No hammers, nails or drills! Holds up to 150 lbs!
Zorbeez >> Newest product >>http://www.asseenontv.com/prod-pages/zorbeez402.html
Zorbeez has the power to absorb up to 27 times greater than paper towels or any cotton cloth.
Starmaker >> http://www.starmakerproducts.com
StarMaker believes that YOU are as important as any celebrity. StarMaker offers consumers only the finest products from Hollywood, real working products used daily by the highest profile celebrities on Hollywood sets.
Hollywood Hands Micro Pearl Micro Pearl Micro Pearl Satinee Dry Touch Pearls of Abrasion Mist Body Hands & Feet Youth
From PR >> http://tinyurl.com/2akla2
* More than 6,200 CVS pharmacy stores will carry the line beginning in August of 2007.
* CVS will carry three proprietary lines to include Micropearl Resurfacing(TM), Hollywood Hands(TM), and the popular Pearl Moisturizing, Anti Wrinkle Mist(TM).
* The partners project that expected combined total retail sales will average $10-15 million.
* Starmaker is the number one skin care line being sold at CVS.
Investment Thesis
1. Strong domestic growth
VBDG grew from $8.1M in revenue in 2005 to $23.1M of revenue in 2006. YTD in 2007 their revenue has grown 73% and net income has gone from a loss of $2.7M to positive income of $426K. Also, they have had three consecutive profitable quarters.
2. Expanding into international markets
They are expanding into international markets. They expect this expansion to double sales in 12 months. Revenue for international sales is expected to start in Q4. The following PR shows the first step in this process. Zorbeez is going to be sold in 40 countries. http://biz.yahoo.com/bw/070827/20070827005195.html?.v=1
3. New product introductions
- Zorbeez was introduced in March 2007.
- Two new products are to be introduced in the remainder of 2007. These new products are Hot Legs and Wardrobe Wonders. A link for Wardrobe Wonders is as follows: http://www.wardrobewonders.com . Also, they plan to introduce four to six new products in 2008.
- They have 11 new products in development including 3 line extensions to Zorbeez.
4. Entering seasonally strong quarters
There is seasonality in their business. Q4 and Q1 are their seasonally stronger quarters. The second quarter is the weakest quarter and Q3 is stronger than Q2. Consequently, we should see some impressive earnings for those quarters.
5. They are reducing costs by bringing a call center in house. This will reduce costs from $1.50/call to $0.17/call (discussed @ RedChip).
6. Earnings expectations
VBDG is experiencing some phenominal growth. Reasonable estimates for future earnings are:
Q3 EPS - $0.033 - 0.053 (midpoint assumes an earnings increase similar to the past 3 quarters)
Q4 EPS - $0.05 - $0.09 (midpoint assumes an earnings increase similar to the past 3 quarters)
2007 EPS - $0.10 - $0.16
2008 EPS - $0.30 - $0.40 (midpoint assumes 80% revenue growth)
Pick any reasonable PE based upon these numbers and you have quite an undervalued stock!
7. RedChip has a $1.70 12 month price target for VBDG (issued August 29, 2007).
8. Impressive management backgrounds
The CEO and president have impressive backgrounds and have held high level positions at companies such as the Home Shopping Network, Ticketmaster, Ronco, and Pep Boys. See the bios in the following company profile for more information. http://www.runonideas.com/files/clients/VBDG/vbdgProfile.pdf
Due Dilligence Resources
1. Second quarter report dated 8/14/2007
* Vertical Branding, Inc. Announces Third Consecutive Profitable Quarter
* Second-Quarter 2007 Results Include EBITDA of Approximately $853,000 and EBITDA Totaling Approximately $2.2 Million for the Six-Month Period Ended
http://www.secinfo.com/d19aNn.u1gt.d.htm
2. Redchip/Aurelius Consulting Group company profile
http://www.runonideas.com/files/clients/VBDG/vbdgProfile.pdf
3. RedChip Smallcap Investment Conference presentation from August 2007
http://tinyurl.com/2tkw77
4. VBDG transcript from 2/12/07 >> good source for quotes
http://seekingalpha.com/article/27309-vertical-branding-red-chip-conference-presentation-transcript
Charts
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ZYNX.OB
Message Board:
http://investorshub.advfn.com/boards/board.asp?board_id=2696
Home Page:http:
//www.zynexmed.com/
Recent PR Releases:
http://finance.yahoo.com/q?s=ZYNX.OB
Zynex Medical,, ZYNX..
Since 1996, Zynex Medical has been a leading provider of relief for patients with functional disability through the creation, distribution and marketing of the highest quality electrotherapy products available today.
Zynex Medical continually strives to uphold its mission to improve the quality of life of patients suffering from debilitating pain or illness by providing the highest technology and service standards in the electrotherapy industry. Utilizing various methods of non-invasive muscle stimulation and state-of-the-art electromyography technology, Interferential Current (IFC) and Transcutaneous Electrical Nerve Stimulation (TENS), Zynex Medical offers patients a new lease on life through increased mobility and independence.
Founded on the principle that a commitment to high-quality patient life through non-invasive rehabilitation products can be a profitable as well as rewarding endeavor, Zynex Medical has long dedicated itself to satisfying both its investors and the patients they serve.
PRODUCTS
This link goes directly to ZYNX's Products expanding on their product line
http://zynexmed.com.phtemp.com/products.html
Another Opinion:
http://investorshub.advfn.com/boards/read_msg.asp?message_id=24304318
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